Company info:

RIA department info:

Advent Sales Team
800-727-0605

Etcetera:

Founded in 2003

Q&A:

What is the service or product you offer to RIAs?

An independent business group of Advent Software, Black Diamond provides investment advisors and wealth managers with a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing combined with fully outsourced daily reconciliation and data management service. With innovative technology backed by exceptional service, Black Diamond frees advisors to focus on serving clients and growing their business. More than 480 advisory firms have chosen Black Diamond to help manage more than $180 billion in assets. Learn more at http://www.advent.com/blackdiamond.

How do you differentiate your offering from competitors?

Black Diamond Performance ReportingTM helps wealth managers and their clients by providing unbiased, outsourced investment performance reporting. We receive daily, automated data extracts from multiple accounting systems/platforms and reconcile the data to ensure accurate performance results. No manual data entry is necessary. Black Diamond provides access to performance via a dynamic, feature-rich Internet application that is customized in a way that is meaningful and significant to each wealth manager. Our application provides on-the-fly performance reports that are designed specifically for each firm. Firm customization allows advisors to “tell the story” behind their wealth management strategy and subsequent results.

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